I have decided to shift focus towards my private network and will thus not publish any more significant research reports in the foreseeable future. I will still publish changes in recommendations and target prices in our covered universe. Please contact me for a private quote on how to become a member of my private network.
I have consistently and significantly outperformed both the market and consensus over time. Since 2014, my stock recommendations within shipping have returned 74%. Consensus’ recommendation on the same shares have returned a loss of -52% in the same period, while an index of the shares is down 54%. I have been managing a portfolio of shipping/oil service shares since 2016, and have generated 72% return on average capital employed since inception. 81% in 2016, 21% in 2017 and 7% YTD. Full transaction list available to private network members
- Full insight into my portfolio
- Push-alerts when transactions are made
- Quarterly updates of our universe
- Ad-hoc analysis/comments/etc
- The opportunity to contact me directly
Please contact me for a private quote on how to become a member of my private network.